+403.0%
KO vs NXPI
+1,849.7%
-1,446.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | -0.8% | -2.3% | +1.5% | -0.6% |
| 30D | +0.8% | -4.3% | +5.1% | +1.2% |
| 3M | +8.3% | -24.7% | +33.0% | +10.8% |
| 6M | +14.0% | +9.7% | +4.3% | +11.7% |
| YTD | +26.9% | +3.8% | +23.1% | +24.8% |
| 1Y | +32.7% | +1.6% | +31.1% | +30.4% |
| 3Y | +63.9% | +16.0% | +47.9% | +55.5% |
| 5Y | +81.7% | +16.1% | +65.6% | +69.3% |
| 10Y | +183.0% | +211.4% | -28.4% | +128.6% |
| All | +403.0% | +1,849.7% | -1,446.7% | +231.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NXPI.
Daily Out/Under-Performance
Portfolio return minus NXPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXPI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded NXPI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling